See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,180 | $159,602-57.3% | $150,045-54.6% | $142,382-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.39% | 70.24%-39.8pp | 62.55%-32.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $18,039 | $4,961+263.6% | $4,693+284.4% | $4,299+319.6% |
| Participant deferral / active EE | $13,283 | $8,310+59.8% | $7,997+66.1% | $6,507+104.1% |
| Admin fee / account holder | $236 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |